Streetwise Uranium Articles
Obama Seeks to Expand Loan Guarantees for Reactors
Source: Bloomberg, Simon Lomax (3/16/11)
"U.S. nuclear plants are subject to constant monitoring and oversight.'"
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Wyoming Uranium Industry Shrugs off Crisis
Source: Casper Star-Tribune, Jeremy Fugleberg (3/16/11)
"Demand to remain strong for companies operating in the home of the largest uranium deposits in the U.S."
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Bob Moriarty: Food Is Fuel
Source: Karen Roche of The Energy Report (3/15/11)
How is the bowl of Wheaties you ate this morning linked to a barrel of oil? In this exclusive interview with The Energy Report, Bob Moriarty, founder of 321energy.com, explains why the cost of producing food is directly correlated to fuel and picks which companies are poised to benefit from the rising value of potash.
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Japan Officials: Nuclear Leaks Now Dangerous; Stay Inside
Source: Christian Science Monitor (3/15/11)
"Nuclear crisis' severity ranks between Three Mile Island and Chernobyl."
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Siddharth Rajeev: Undiscovered Energy Gems Sparkle
Source: Brian Sylvester of The Energy Report (3/10/11)
As an investment option, uranium glows brightly for Siddharth Rajeev, vice president and head of research at Fundamental Research Corp. He also favors coal and explains why size matters when it comes to potash in this exclusive interview with The Energy Report.
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Rob Chang: Nuclear Power Growth Is Inevitable
Source: George Mack of The Energy Report (3/1/11)
Long-term demand growth for uranium is a global story, with China expected to far exceed any other single nation in new nuclear plant construction over the next decade. Versant Partners Analyst Rob Chang looks for equity ideas that investors can play to leverage these growing requirements for uranium fuel. In this exclusive interview with The Energy Report, Rob highlights some interesting companies.
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France Aims to Streamline, Unify Nuclear Industry
Source: Reuters, Marie Maitre and Emmanuel Jarry (2/21/11)
"Another effort to put behind public disputes between Areva's and EDF's heads."
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DOI Looking to Ban Mining Near Grand Canyon
Source: Mineweb, Dorothy Kosich (2/18/11)
"Proposed withdraw encompasses one million acres near the Grand Canyon."
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Ed Sterck: Spare Cash? Park It in Uranium
Source: Brian Sylvester of The Energy Report (2/17/11)
BMO Capital Markets Mining Analyst Ed Sterck projects a very moderate $60/lb. uranium price in 2011, but that shouldn't stop you from investing in the uranium space. "This is a sector that is very prone to sentiment and, at the moment, the sentiment is building toward the possibility of a price spike," he says. He also expects to see more M&A activity in the sector, particularly among uranium juniors with reasonably priced projects. Read on to find out which companies Ed likes in this exclusive interview with The Energy Report.
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China Enters Race to Develop Nuclear Energy from Thorium
Source: The Guardian (2/16/11)
"Project aims not only to develop technology, but to secure intellectual property rights."
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Philip Williams: Uranium to Cross $100 Threshold in 2011
Source: Brian Sylvester of The Energy Report (2/10/11)
Philip Williams, Pinetree Capital's VP of business development, says the spot price for uranium will likely explode above $100/lb. in 2011. The good news, Philip says, is that even when uranium comes off its high, it will likely only fall to around $80. If Philip's right, we're on the cusp of another round of uranium market madness. Read this Energy Report exclusive for some of Pinetree's favorite uranium and lithium plays.
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Uranium Mining Focus of Richmond, VA Meeting
Source: Associated Press, Steve Szkotak (2/9/11)
"Opponents say state doesn't have the resources to oversee the largest uranium deposit in the U.S."
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Chile, U.S. to Sign Nuclear Pact
Source: Latin American Herald (1/31/11)
"Goal is to institutionalize cooperation, train engineers."
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Nuclear Plants to Hire 50K in Next Five Years
Source: The Herald-Times, Charlie Mathews (1/31/11)
"Personnel demand is powering up after over two decades of dormancy."
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Marshall Auerback: Decoding Energy Investment
Source: Brian Sylvester of The Energy Report (1/27/11)
Pinetree Capital's Marshall Auerback sees a number of supply/demand imbalances in the energy space, particularly in uranium. "We like uranium because it's both a supply and demand story," he says, believing the price could "easily double" over the next few years. But yellowcake won't be alone in its ascent up the energy hierarchy. As developing nations begin to realize a standard of living more akin to the West, opportunities could arise in other areas across the energy spectrum. In this Energy Report exclusive, Marshall decodes the energy enigma, making a strong case for U308, oil and gas E&Ps and even natural gas.
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Nuclear Part of U.S. Clean Energy Future
Source: World Nuclear News (1/27/11)
"Instead of subsidizing yesterday's energy, let's invest in tomorrow's."
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David Talbot: This Time, Uranium Demand Is for Real
Source: George Mack of The Energy Report (1/25/11)
Mining Analyst David Talbot of Toronto, Ontario-based Dundee Securities, sees demand for uranium rising far into the future. He points to the extraordinary buildout of infrastructure in India, Russia and especially China, where the number of reactors currently under construction could triple the number already in use, and where growth could increase 14- to 15-fold a decade from now. Dave shares his extensive knowledge and field experience with The Energy Report and leaves readers with a few interesting ideas that present tremendous potential for growth.
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S. Korea Mulls Over Denuclearization Talks with DPRK
Source: Xinhua News (1/24/11)
"S. Korea accepted DPRK's proposal to hold inter-Korean military talks."
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French Company Designs Underwater Nuclear Plant
Source: International Business Times, Jesse Emspak (1/24/11)
"Demand for smaller, cheaper reactors where infrastructure is minimal prompts underwater innovation."
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Uranium Report 2011
Source: Richard (Rick) Mills, Ahead of the Herd (1/24/11)
"The electricity needed to replace fossil fuels will have to come from nuclear generation."
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James West: The Revolution in Energy Investments
Source: Alan Trujillo for The Energy Report (1/20/11)
James West's Midas Letter, a fixture in the world of resource stock investing, is a well-known source of precious metals investing ideas. In an exclusive interview for The Energy Report, Writer Alan Trujillo talks with James about how he is expanding his focus to include energy. He covers a wide range of topics, from the shift in the traditional energy investment paradigm to where investors can get a foothold in companies with mega-discovery potential.
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Rendezvous Date for Junior U308 Miners in Wyoming
Source: Jeb Handwerger, Gold Stock Trades (1/18/11)
"Russia has taken possession of rich American uranium assets."
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France Angles for Nuclear Deals in U.A.E.
Source: The National, April Yee (1/18/11)
"U.A.E. debates adding nuclear power to a mostly fossil fuels energy mix."
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Mark Lackey: Bright Future for Uranium?
Source: Brian Sylvester of The Energy Report (1/13/11)
Mark Lackey, with Toronto-based financial services company Pope & Co., admits he's in the minority. He believes the Street is too optimistic about production in Saskatchewan and Kazakhstan heading off a uranium shortage. In this exclusive interview with The Energy Report, Mark explains why he believes Cigar Lake won't save the day and why uranium could hit $100 a pound.
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The Must-Have Commodity for 2011: Uranium
Source: Motley Fool, Mike Pienciak (1/13/11)
"Uranium producers are the most direct play on rising demand."
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